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Inventory List

Show the inventory items a project needs on its project page. You keep your items up to date on the Inventory page, and each project's Inventory List shows the ones it needs, filtered by tag, category or location. See Inventory Basics.

Adding An Inventory List​

  1. Click on the project page where you want the Inventory List to be added, and type / to open the element menu
  2. Search for Inventory List
  3. Select it to add it to the page

Showing Items​

Hover + and select Select inventory to pick the inventory or project the list shows, or Import file to upload files as new items.

Each item shows its Preview, Name, Type, Date, Categories and Tags. Click a preview to open it.

Categories And Tags​

Click Add category or Add tag on an item to give it one you've used before, or to create a new one. Give a category a colour, and it keeps that colour wherever it shows.

To show only some of the items, select a tag, a category or a location under Filter by: at the top.

Using An Inventory List As A Data Source​

A Blueprint can follow the list and place its items on the plan. A Tracking List, Whiteboard or Table can show its items, and a To Do List, To Do Kanban, Content Calendar or Timeline can add them to a task. Hover + on the list and select Copy connection ID to find it quickly in their list. They update when the list changes.

Client Approval​

When you send the page to a client in a client revision, they can approve single items or the whole list.

Export Your Inventory List​

Click the download icon in the list's toolbar. The formats are:

  • PDF
  • CSV
  • XLSX
  • JSON

Keyboard Shortcuts​

These shortcuts work when the Inventory List is selected:

ActionShortcut
Add itemsN
Copy⌘ / Ctrl + C
Export⌘ / Ctrl + E

Tips​

  • Use more than one Inventory List on a project to show different groups, like furniture and lighting
  • Use tags for what cuts across categories, like a type of project, an item's condition or where it's kept
  • For studio equipment, check that each project's Inventory List shows what's reserved for that shoot
  • Go through the list at the end of a project, and check if any tags or categories should change for the next one